Coventry
Contact: Michael Coben
7111 Valley Green Rd.
Fort Washington, PA 19034
(877) 836-8300
Fax: (215) 233-3201
e-mail: mcoben@coventry.com
Website: www.coventry.com
Products/Services: Life Settlements
Serving: Nationwide
ABACUS SETTLEMENTS
Contact: Craig Seitel
1790 Broadway, Ste. 11000
New York, NY 10010
(212) 584-5700
(212) 247-7518
e-mail: cseitel@abacussettlements.com
Website: www.abacussettlements.com
Seving: AL, AZ, AK, CA, CO, CT, DE, DC, GA, HI, ID, IL, IN, IO, KS, KT, MA, MY, MS, MI, MN, MS, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI, WY
ADVANCED EQUITY GROUP, LLC.
Contact: Samuel Whitehouse
1051 Winderley Place, ste. 303
Maitland, FL 32751
(407) 574-8603
(800) 806-5105
Fax: (407) 574-3458
e-mail: service@advancedequitygroup.com
e-mail: samuelwhitehouse@advancedequity.com
Website: www.advancedequitygroup.com
Products: Life Settlements
Serving: AL, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IN, IL, MA, MD, MI, MN, MO, NV, NH, NJ, NM, NY, NC, OH, OR, PA, RI, SC, SD, TX, VT, VA, WA, WV, WI, WY.
Pending: , LA, MS, TN
Advanced Settlements
Contact: Nikolas Adams
2101 Park Center Dr., Ste. #220
Orlando, FL 32835
(407) 296-7373
(800) 561-4148
Fax: (407) 296-7377
e-mail: info@advancedsettlements.com
Website: www.advancedsettlements.com
Products/Services: Secondary Market for Life Insurance, Free Policy Appraisal, Free E&O Coverage, Marketing and Compliance Assistance, Additional Products: Life Settlement Quote, Transparency and Compensation Disclosure Reports)
Allsettled Group Inc.
Contact: Lenore Saracino
370 Lexington Ave.
New York, NY 10017
(212) 207-9270
(800) 632-0127
Fax: (212) 207-9274
e-mail: ls@allsettled.com
e-mail: info@allsettled.com
Website: www.allsettled.com
Products/Services: Life Settlements
Serving: Nationwide
American Safe Retirements, LLC
Contact: Joe Barkate
630 E. Southlake Blvd., #103
Southlake, TX 76092
(214) 641-5363
(800) 277-8464 (ASR-U-GO-4)
Fax: (817) 796-1616
Email: Joe@AmericanStateRetirements.com
Email: Rich@AmericanStateRetirements.com
Website: www.NoMarketRisk.com (Clients)
Website: www.AmericanStateRetirements.com (Agents)
Products: Life Settlements, Financial Planning, 401(K)
Min. Group: 1
Serving: CA
Black Hawk Wealth Solution
Contact: Steve Johnson
7668 El Eamino Real, Ste. 104-456
Carlsbad, CA 92008
(760) 400-0130
Fax: (760) 400-0131
e-mail: steve@blackhawkwealth.com
e-mail: Peter@Blackhawkwealth.com
Website: www.blackhawkwealth.com
Life Settlement
ELA Settlement Services L.L.C.
Contact: Paul H. Nagelberg
1435 Morris Ave.
P.O. Box 3137
Union, NJ 07083
(800) 388-0103
Fax: (908) 810-4159
e-mail: pnagelberg@execlife.com
Website: www.elasettlementservices.com
Products/Services: Life Settlements
Insurance Strategies Group LLC
Contact: Corey White
8751 Commodity Circle Ste. 5
Orlando, FL 32819
(800) 978-4131
e-mail: cwhite@ISGhome.com
Website: www.ISGhome.com
Product/Services: Life Settlements (secondary market for life),
Life Insurance, Annuities.
Life Settlements
Legacy Benefits Corporation
Contact: Business Development
Empire State Building
350 Fifth Ave., Ste. 4320
New York, NY 10118
(212) 643-1190
Fax: (212) 643-1180
e-mail: info@legacybenefits.com
Website: www.legacybenefits.com
Services/Products: Sales & Marketing, Life Insurance Settlement
Serving: Nationwide
Legal Life Settlements
Contact: Matthew Korn
337 South Fremont St., Ste. 419
San Mateo, CA 94401
(650) 581-1596
Fax: (650) 393-5915
E-mail: info@legallifesettlements.com
Website: www.legallifesettlements.com
Products/Services: Life Settlements
Serving: Nationwide
Leisure Werden & Terry
Contact: Joel Seigle
200 S. Los Robles Ave.
Pasadena, CA 91101
(626) 304-1300 (800) 272-2212
e-mail: joelseigle@lwtagency.com
e-mail: lexnet@lwtagency.com
Products/Services: Life Settlement
Serving: All of CA
Life Advisors
Life Settlement Brokerage
4195 E Thousand Oaks Blvd., #201
Westlake Village, CA 91362
(805) 497-0414
(877) 543-2387
Fax: (805) 497-8044
e-mail: gmwessely@lifeadvisors.net
e-mail: lbearer@lifeadvisors.net
Website: www.lifeadvisors.net
Products/Services: Life Settlements
Serving: WA, OR, CA, NM, MN, WI, IL,MI, NY, VT, MA, AX, ID, WY, SD, MO, AL , SC, NH, DC, TX
All California Counties, CA
Life Distributors of America, LLC.
Contact: Jonathan Reilly
2801 Townsgate Rd., # 320
Westlake Village, CA 91361
(805) 413-8650
Toll: (877) 454-3395
Fax: (805) 367-8671
e-mail: jonathan@lifedistributors.net
Website: www.lifedistributors.net
Products/Services: Life Settlement Broker, Policy Appraisals and Quotes, E&O Coverage
Serving: Nationwide
Life Equity LLC
Contact: Ward Kerr
85 Executive Parkway, Ste. 100
Hudson, OH 44236
(330) 342-7772
(800) 272-5189
Fax: (330) 342-7782
e-mail: wkerr@lifeequity.net
Website: www.lifeequity.com
Products/Services: Life Settlement
Serving: Nationwide
Life Insurance Buyers, Inc.
Contact: Greg Albers, Linda Willher
12103 Sagamore
Leawood, KS 66209
(913) 317-9990
(800) 936-5508
Fax: (913) 317-8162
e-mail: gregalbers@lifeinsurancebuyers.com
e-mail: lindawillher@lifeinsurancebuyers.com
Website: www.lifeinsurancebuyers.com
Serving: AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IL, IN, IA, KS, LA, MA, MD, MS, MI, MN, MS, MO, NS, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Life Insurance Settlements Inc.
Contact: Oleg Eydelman
550 West Cypress Creek Rd., Ste. 300
Fort Lauderdale, FL 33309
(866) 326-5433 ext. 1015
Fax: (954) 337-5731
e-mail: Oleg@lisettlements.com
Website: www.LiSettlements.com
Products/Services: Secondary Market for Life Insurance, Free Policy Appraisal, Free E&O Coverage, Marketing & Compliance Available, Nationwide Assistance Available 24/7
Serving: Nationwide
The Lifeline Program
Contact: Audrey D. Morgan
1979 Lakeside Parkway, 2nd Floor
Atlanta, GA 30084
(800) 252-5282
(770) 724-7300
Fax: (770) 724-7373
e-mail: amorgan@thelifeline.com
Website: www.thelifeline.com
Products/Services: Life Settlements
Life Settlement Advisor
Contact: Chris Bonga
17 Anne Lane.
Ladera Ranch, CA 92694
(949)365-1252
(866) 883-5111
Fax: (949) 365-1276
e-mail: chrisb@lifesettlementadv.com
Website: www.lifesettlementadv.com
Products/Services: Life Settlements
Serving: CA
Life Settlement Providers LLC
Contact: Steve Ivey
6302 North Point Rd.
Baltimore, MD 21219
(410) 477-1976
(866) 509-5534
Fax: (410) 477-1978
e-mail: steve@lifesp.com
Website: www.lifesettlementproviders.com
Products/Services: Life Settlements
Life Settlement Solutions Inc.
Contact: Angie Robert
9201 Spectrum Center Blvd., Ste. 105
San Diego, CA 92123
(858) 576-8067
Fax: (858) 576-9329
e-mail: info@lifefirms.com
Website: www.lss-corp.com
Products/Services: Life Settlement Provider
Serving: Nationwide
Lifestyle Settlements Inc./Life Settlements
Contact: Rick Gardner
30448 Ranch Viejo Rd., Ste. 250
San Juan Capistrano, CA 92675
(949) 493-2056
(949) 493-8366
(800) 493-2056 ext. 267
e-mail: rgardner@lifestyleinsurance.com
Website: www.lifestyleinsurance.com
Products/Services: Life Settlements
Serving: CA
The Life Settlement Network
Contact: Chris Chidgey
10145 Pacific Heights Blvd..
San Diego, CA 92121
(800) 842-0532
e-mail: chrisc@thelifesettlementnetwork.com
Website: www.thelifesettlementnetwork.com
Products/Services: Life Settlement Services
Serving: Nationwide
Maple Life Financial
4350 East West Hwy., Ste. 900
Bethesda, MD 20814
(877) 777-0635
Fax: (301) 951-1351
e-mail: moreinfo@maplelf.com
Website: www.maplelifefinancial.com
Product/Services: Secondary Market for Life Insurance, Life Settlement Origination and Servicing
NAF Funding LLC
105 Medison Ave.
New York, NY 10016
(646) 424-2800
(646) 424-3400
email: info@naffunding.com
website: www.naffunding.com
Serving: Nationwide
Norseman Group Inc.
Contact: Steven Arenson, Steve Ballard
1650 N. Arlington Height Rd., Ste. 100
Arlington Height, IL 60004
(847) 242-9644
Fax: (847) 242-9655
e-mail: sarenson@norsemangroupinc.com
Website: www.norsemangroupinc.com
Products/Services: Life Settlements
Serving: Nationwide
Provident Life Insurance Services, Inc.
Contact: Jim Passarelli, President
7575 Dr. Phillips Blvd., Suite 135
Orlando, Florida 32819
(800) 515-5003
email:Passarelli@ProvidentLIS.com
Website: www.ProvidentLIS.com
Products/Services: Life Settlements (secondary market for life)
Q Capital Strategies, LLC
Contact: Adam Rosenberg
5901 Broken Sound Parkway, NW, Ste: 200
Boca Baton, FL 33068
(561) 886-4600
(800) 554-2154
Fax: (561) 886-4601
email: info@qcapitalStrategies.com
email: policy@qcapitalStrategies.com
Website: www.qcapitalStrategies.com
Products: Life Settlements
Serving: Nationwide except AK, KY, ND, WV
Rumson Capital, L.P.
Contact: David J. Wright, J.D.
261 Old York Road, # 810
Jenkintown, PA 19046
(215) 886-8433
(866) 885-8433
(215) 886-5300
Email: david@rumsoncap.com
Website: www.rumsoncap.com
Products/Services: Life Settlements
Seving: AL, AZ, AR, CO, CT, DE, FL, HI, ID, IN, IA, KS, LA, MD, MA, MO, NE, NV, NJ, NM, NC, ND, OH, PA, SC, SD, TN, TX, UT, VA, WV, WI , WY
Save Gains Tax
Contact: Paula Straub
1623 La Bonita Way
San Marcos, CA 92078
(760) 917-0858
Fax: (866) 401-0424
e-mail: pstraub@aol.com
Website: www.savegainstax.com
Services/Products: Life Settlements, Life Insurance Trust, Investment Advice, Charitable Remainder Trust, Fee-Based Consulting, Sep-IRA, Simple IRA, Roth IRA, Charitable Installment bargain sales, Self Directed Installments sales
Serving: Nationwide
Trinity Financial Services LLC
Contact: Jeanette LaVigne
940 Centre Circle Ste. 3022
Alatamonte Springs, FL 32714
(407) 523-1990
(866) 870-8746
FAX: (407) 523-1871
e-mail: jeanette@trinityfinancialllc.com
e-mail: info@trinityfinancialllc.com
Website: www.trinityfinancialllc.com
Products/Services: Life Settlements
Serving: Nationwide
Welcome Funds
Contact: Daniel Ohman
301 Yamato Rd., Ste. 1190
Boca Rotan, FL 33431
(561) 862-0244
(877) 227-4484
Fax: (561) 862-0242
e-mail: info@welcomefunds.com
Website: www.welcomefunds.com
Products/Services: Life Settlements
Serving: Most states
